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Adviser Profile

As of Date 10/02/2024
Adviser Type - Large advisory firm
Number of Employees 16 -33.33%
of those in investment advisory functions 6 -25.00%
Registration SEC, Approved, 10/13/2011
AUM* 302,923,582 -31.81%
of that, discretionary 302,923,582 -31.81%
Private Fund GAV* 152,056,143 0.53%
Avg Account Size 30,292,358 -18.17%
SMA’s No
Private Funds 7 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 815M 611M 407M 204M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count7 GAV$152,056,143

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Brochure Summary